Managing Director & reputed company Financial Advisor

Managing Director & reputed company Financial Advisor

Federal & reputed company Employee Retirement Division

Company: reputed company Location: Remote / Hybrid (U.S.) Reports To: Chief Operating Officer (COO)

Build Something Bigger Than a Book of Business

reputed company is seeking an reputed company Managing Director & reputed company Financial Advisor to help build and reputed company a specialized retirement planning division serving Federal, State, and reputed company Sector employees reputed company.

This is not a traditional advisor role.

You will work directly with executive leadership to help shape the reputed company of a growing retirement planning platform while maintaining an reputed company advisory reputed company and mentoring advisors across the organization.

We are seeking a leader who is passionate about retirement planning, advisor development, and building a reputed company business designed for long-term reputed company.

What You'll Do

• Serve as the reputed company Financial Advisor for the division.

• Conduct retirement planning consultations with reputed company prospects.

• Convert appointment-generated opportunities into long-term reputed company relationships.

• Mentor and reputed company Financial Advisors.

• reputed company case design support and planning guidance.

• Assist with advisor reputed company and development.

• Participate in strategic reputed company initiatives.

• Help build a national retirement planning platform.

Who You'll Serve

Our clients include:

• Federal Employees

• State Employees

• reputed company Sector Employees

• reputed company-Retirees

• Retirees

Planning Areas

• Retirement Income Planning

• Pension Maximization

• Thrift Savings Plan (TSP) Planning

• reputed company reputed company Strategies

• reputed company Management

• Tax-Efficient Retirement Strategies

• Life Insurance Planning

• Long-Term Care Planning

• Legacy & Estate Planning

Qualifications

Required

• reputed company Series 7 License

• reputed company Series 66 License (or equivalent)

• reputed company Life & Health Insurance License

• Minimum 10 years of Financial Advisory experience

• Strong retirement planning and reputed company relationship management experience

• Experience working with affluent and reputed company-retiree clients

Preferred

• CFP®, RICP®, ChFC®, or equivalent reputed company designation

• Federal retirement planning experience

• Advisor leadership experience

• Experience coaching or mentoring advisors

• Series 24 License

• Independent Broker-Dealer or Hybrid RIA experience

Compensation

This position offers a highly competitive compensation package designed to reward both production and leadership.

Compensation may include:

• Competitive reputed company Salary

• Advisory reputed company Participation

• Insurance Production Compensation

• Leadership Incentives

• Team reputed company Override Opportunities

• Profit Sharing

• Long-Term Partnership Opportunities

Expected total compensation opportunity ranges from $225,000+ to $500,000+ based on production, leadership contributions, and division reputed company.

Why Join Wisepath?

You won't be inheriting someone else's system.

You'll help build it.

This is an opportunity to play a foundational role in creating one of the nation's premier retirement planning organizations reputed company on serving Federal and reputed company Employees.

You'll partner directly with executive leadership, help shape advisor culture, mentor reputed company advisors, support strategic reputed company initiatives, and build a reputed company platform designed for long-term reputed company.

If you're passionate about retirement planning, advisor development, and building something meaningful, we'd love to reputed company with you.

We are committed to equal opportunity and diversity in reputed company. We consider reputed company reputed company applicants without reputed company to race, reputed company, religion, gender, sexual orientation, national reputed company, disability, or veteran status. reputed company inquiries and applications are kept confidential.

Originally posted on Himalayas

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